LEGACY ADVISORY GROUP, INC.

LEGACY ADVISORY GROUP, INC. of HERMITAGE, PA is an SEC-registered investment adviser (CRD 131895). Regulatory assets under management: $377K.

Registration

• CRD: 131895
• Type: Registered investment adviser
• Location: 3087 INNOVATION WAY, HERMITAGE, PA, 16148
• Phone: 724-983-1617
• Latest filing: 2026-05-28
• Regulatory AUM: $377K
• Non-discretionary AUM: $377K
• Clients: 3
• Accounts: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131895 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search